ERP AI chatbot for Odoo sales module with OpenAI
Needs changesWhat this workflow does
This AI workflow has 15 nodes and runs on a schedule (every day) (plus 1 other trigger). Along the way it connects OpenAI Chat Model, Odoo and OpenAI Model.
How it runs
Trigger: On a schedule (every day) (plus 1 other trigger).
- Get All Opportunities from Odoo (Odoo): get many (opportunity)
- Read Summary From File (Read/Write Files from Disk): reads a file from disk
- Merge Opportunities (Aggregate): combines items into one
- If: checks a condition and branches into true / false
- Summarize Opportunities (Summarization Chain): summarizes text with AI, with model: OpenAI Summarization Model
- Extract Text From File (Extract from File): extracts data from a file (text)
- Convert to File: converts data to a file (to text)
- AI Conversational Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Calculator); memory: Window Buffer Memory
- Save Summary to File (Read/Write Files from Disk): writes a file to disk
Services it uses
Before you upgrade to n8n 3.0
2 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:
- AI Agent v1 (old agent modes) in AI Conversational Agent (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
- OpenAI Model in OpenAI Summarization Model: replace with OpenAI Chat Model.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Conversational Agent (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
| OpenAI Model OpenAI Summarization Model | OpenAI Chat Model |
Nodes used (14)
- Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Convert to File
n8n-nodes-base.convertToFile - Read/Write Files from Disk
n8n-nodes-base.readWriteFile - Odoo
n8n-nodes-base.odoo - If
n8n-nodes-base.if - Aggregate
n8n-nodes-base.aggregate - Extract from File
n8n-nodes-base.extractFromFile - AI Agent
@n8n/n8n-nodes-langchain.agent - Summarization Chain
@n8n/n8n-nodes-langchain.chainSummarization - OpenAI Model
@n8n/n8n-nodes-langchain.lmOpenAi - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger
From the author
Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case To have a clear overview of your sales data in Odoo you typically needs to extract data from it manually to analyse it.…